Most people have a high-deductible health insurance plan now through their employers. This can be frustrating for people that have large medical bills because of the high deductibles they have to pay, and can hurt employees that are trying maximize their retirement savings, but there are some …
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What happens to your business if you are gone?
If you own a business, you know that it can be challenging and rewarding. You take great pride in being able to provide your employees a place to earn a living and improve their lives, but what happens to your business if you are gone? Endgame What is your endgame? Do you plan on selling your …
What fees you are paying your Financial Advisor?
Do you know how your Financial Advisor is compensated? Do they charge fees? Commissions? Both? Read my quick cheat sheet to figure it out. Mutual Fund Fees If you own a mutual fund, you are probably paying fees that you have to research to uncover. For instance, 12b-1 fees are embedded …
